+469.4%
PWR vs CNC
+10.7%
+458.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.6% | +5.0% |
| 7D | +4.2% | -0.9% | +5.1% | +4.2% |
| 30D | -4.0% | -1.0% | -3.1% | -4.0% |
| 3M | -4.8% | +4.5% | -9.3% | -5.2% |
| 6M | +14.6% | +85.2% | -70.6% | +8.9% |
| YTD | +54.2% | +61.4% | -7.2% | +47.6% |
| 1Y | +67.1% | +94.9% | -27.8% | +56.7% |
| 3Y | +218.5% | 0.0% | +218.5% | +210.4% |
| All | +469.4% | +10.7% | +458.7% | +446.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling